ADVISORTRUST PARTNERS, LLC
Legal name: JAMES FINANCIAL ADVISORS
CRD #304967 SEC #801-134387 RALEIGH, NC (919) 607-4183
SEC Registered
Total AUM
$216.8M
Discretionary
$216.8M
Employees
5
Clients
26
Accounts
85
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| CASTLEMAN, JAMES, FRANCIS | I | MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MCMAHAN, DAVID, WATTS | I | MANAGER | D | Control |
| MCMAHAN, DAVID, WATTS | I | MANAGER | D | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (7)
CA FL NC SC TN TX VA
Address
8601 SIX FORKS ROADSUITE 400
RALEIGH, NC 27615
United States
Phone: (919) 607-4183